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PBMares Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

PBMares Wealth Management’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$381K Sell
4,363
-67
-2% -$5.69K 0.06% 130
2025
Q2 		$370K Sell
4,430
-185
-4% -$14.7K 0.07% 131
2025
Q1 		$349K Sell
4,615
-36
-0.8% -$2.69K 0.07% 130
2024
Q4 		$327K Buy
4,651
+594
+15% +$43.8K 0.07% 141
2024
Q3 		$317K Buy
4,057
+206
+5% +$15.4K 0.07% 142
2024
Q2 		$280K Buy
3,851
+13
+0.3% +$957 0.07% 146
2024
Q1 		$285K Sell
3,838
-362
-9% -$25.8K 0.07% 147
2023
Q4 		$295K Buy
4,200
+311
+8% +$20.5K 0.09% 138
2023
Q3 		$250K Buy
3,889
+32
+0.8% +$2.14K 0.09% 144
2023
Q2 		$260K Sell
3,857
-53
-1% -$3.59K 0.09% 141
2023
Q1 		$261K Sell
3,910
-897
-19% -$58.8K 0.1% 140
2022
Q4 		$296K Sell
4,807
-1,141
-19% -$67.2K 0.12% 126
2022
Q3 		$313K Sell
5,948
-13
-0.2% -$764 0.14% 122
2022
Q2 		$351K Sell
5,961
-398
-6% -$25.5K 0.15% 116
2022
Q1 		$442K Buy
6,359
+41
+0.6% +$2.9K 0.27% 93
2021
Q4 		$472K Sell
6,318
-2,130
-25% -$160K 0.2% 99
2021
Q3 		$627K Buy
8,448
+1,605
+23% +$122K 0.3% 73
2021
Q2 		$512K Buy
6,843
+763
+13% +$57.6K 0.28% 80
2021
Q1 		$438K Buy
6,080
+7
+0.1% +$500 0.36% 84
2020
Q4 		$420K Buy
6,073
+853
+16% +$55.2K 0.48% 73
2020
Q3 		$315K Buy
5,220
+369
+8% +$22.3K 0.46% 74
2020
Q2 		$277K Sell
4,851
-1,330
-22% -$72.1K 0.42% 81
2020
Q1 		$308K Sell
6,181
-1,324
-18% -$78.8K 0.48% 74
2019
Q4 		$490K Buy
+7,505
New +$476K 0.58% 58

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PBMares Wealth Management's IEFA Position: Q3 2025 in Review

PBMares Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.5% in Q3 2025, selling an estimated $5.69K and leaving 4,363 shares worth $381K. The position accounts for 0.06% of the portfolio, ranked #130.

PBMares Wealth Management first reported a position in IEFA in Q4 2019 and has held it in 24 quarters since. The position peaked at $627K in Q3 2021. 2,133 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • PBMares Wealth Management held 4,363 shares of iShares Core MSCI EAFE ETF worth $381K as of Q3 2025.
  • PBMares Wealth Management sold 67 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $5.69K.
  • iShares Core MSCI EAFE ETF made up 0.06% of PBMares Wealth Management's portfolio in Q3 2025, its #130 holding.
  • PBMares Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's iShares Core MSCI EAFE ETF position peaked at $627K in Q3 2021.
  • 2,133 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.